+458.5%
NUE vs INVH
+75.4%
+383.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -0.6% | -3.0% | +2.4% | +0.8% |
| 30D | -4.6% | -7.5% | +3.0% | -1.1% |
| 3M | -0.3% | -5.5% | +5.2% | +2.1% |
| 6M | +51.9% | +11.7% | +40.2% | +43.2% |
| YTD | +60.0% | +1.3% | +58.7% | +57.7% |
| 1Y | +82.9% | -6.1% | +89.0% | +86.5% |
| 3Y | +66.0% | -9.8% | +75.7% | +69.9% |
| 5Y | +149.0% | -19.7% | +168.6% | +166.8% |
| All | +458.5% | +75.4% | +383.1% | +348.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded INVH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling